Top 39 Investment advisor assistant Jobs in San Francisco, Ca

Executive Assistant
Barclays —San Francisco, CA
- $80,000 - $115,000 a year
- Office
- Continuous improvement
- Travel
Registered Sales Assistant
Patelco Credit Union —Castro Valley, CA
- $29.50 an hour
- Full-time
- Spanish
- English
- Research
- Paid holidays
- Health insurance
Financial Planner Career Changer Opportunity
Northwestern Mutual - San Francisco —San Francisco, CA
- $68,000 - $78,000 a year
- Full-time
- 18 years or older
- High school
- Office
- Health insurance
- Dental insurance
Quick Apply
7d
Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)
Northwestern Mutual —Walnut Creek, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Disability insurance
Quick Apply
Production Assistant - Pottery Barn
Williams-Sonoma, Inc. —San Francisco, CA
- $26 - $30 an hour
- Bachelor of Science
- Office
- Bachelor's degree
- Wellness program
- Commuter assistance
Office Coordinator
NFP Corp —San Rafael, CA
- $51,000 - $61,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Paid holidays
- Health insurance
3d
Inventory Planner - Williams Sonoma
Williams-Sonoma, Inc. —San Francisco, CA
- $71,400 - $85,000 a year
- Merchandising
- Mid-level
- Office
- Wellness program
- Commuter assistance
Inventory Planner - Pottery Barn
Williams-Sonoma, Inc. —San Francisco, CA
- $87,000 - $91,000 a year
- Full-time
- Hybrid work
- Merchandising
- Mid-level
- Office
- Wellness program
- Commuter assistance
Fixed Income Junior Underwriter
Piper Sandler & Co. —San Francisco, CA
- $105,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Mid-level
Quick Apply
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco
Goldman Sachs —San Francisco, CA
- $75,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Inventory Planner - Dormify
Williams-Sonoma, Inc. —San Francisco, CA
- $71,400 - $83,850 a year
- Full-time
- Merchandising
- Mid-level
- Office
- Wellness program
- Commuter assistance
Assistant Buyer, Cutlery, Williams Sonoma
Williams-Sonoma, Inc. —San Francisco, CA
- $65,000 - $70,000 a year
- Full-time
- Bachelor of Science
- Merchandising
- Office
- Wellness program
- Commuter assistance
Staff Enterprise Data Architect
Ōura —San Francisco, CA
- $169,150 - $233,000 a year
- Remote
- Organizational skills
- Senior level
- Leadership
- Paid holidays
- Health insurance
Client Specialist
Robert W. Baird —Mill Valley, CA
- $27.70 - $41.70 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
Merchandise Coordinator
Williams-Sonoma, Inc. —San Francisco, CA
- $28 an hour
- Full-time
- Bachelor of Science
- Merchandising
- Mid-level
- Wellness program
- Commuter assistance
Chief of Staff to the CEO
OpenGov —San Francisco, CA
- $150,000 - $200,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health savings account
8d
Assistant Buyer, Flooring - Pottery Barn
Williams-Sonoma, Inc. —San Francisco, CA
- $28 - $32 an hour
- Full-time
- Bachelor of Science
- Merchandising
- Office
- Wellness program
- Commuter assistance
Assistant Site Manager - Mark & Graham
Williams-Sonoma, Inc. —San Francisco, CA
- $64,900 - $73,000 a year
- Full-time
- Microsoft Outlook
- Merchandising
- Mid-level
- Wellness program
- Commuter assistance
Leveraged Credit Compliance Officer - Assistant Vice President/Vice President
Kohlberg Kravis Roberts & Co. —San Francisco, CA
- $130,000 - $200,000 a year
- Email
- Microsoft Excel
- Computer literacy
- Office
Staff Data Scientist, Finance & Business Ops
Pinterest —San Francisco, CA
- $164,695 - $339,078 a year
- Computer science
- Computer Science
- Office

I want to receive the latest job alert for investment advisor assistant in san francisco, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment advisor assistant jobs near san francisco, ca

Executive Assistant jobs in San Francisco, CA

Junior Underwriter jobs in San Francisco, CA

Inventory Planner jobs in San Francisco, CA

Merchandise Coordinator jobs in San Francisco, CA

Production Assistant jobs in San Francisco, CA

Financial Planner jobs in San Francisco, CA

Enterprise Data Architect jobs in San Francisco, CA

Vice President Of Compliance jobs in San Francisco, CA

Office Coordinator jobs in San Rafael, CA

Site Manager jobs in San Francisco, CA

Assistant Buyer jobs in San Francisco, CA

Chief Of Staff jobs in San Francisco, CA

Staff Scientist jobs in San Francisco, CA

Executive Assistant jobs in Newport Beach, CA

Executive Assistant jobs in Baltimore, MD

Executive Assistant jobs in Decatur, AL

Executive Assistant jobs in Riverside, CA

Executive Assistant jobs in Virginia

Dental Assistant jobs in Albuquerque, NM

Executive Chef jobs in San Diego, CA

Executive Assistant

Barclays -
San Francisco, CA

Apply Now

Job Details

$80,000 - $115,000 a year

Qualifications

Stakeholder relationship building

Full Job Description

Date live: 08/18/2026

Business Area: Coverage and M&A

Area of Expertise: Business Support & Administration

Contract: Permanent

Reference Code: JR-0000121501

Salary / Rate $ 80,000.00 - $ 115,000.00

Barclays is seeking a highly motivated and experienced Executive Assistant to provide dedicated support to the Investment Banking Technology team. This is a high visibility role requiring exceptional organizational skills, strong judgment, and the ability to manage a fast paced and dynamic workload. As a key partner to senior leadership, you will ensure smooth daily operations by overseeing complex calendars, coordinating extensive travel, preparing detailed expense reports, and providing both executive and personal support.

To be successful as an Executive Assistant, you should have experience with:

Managing calendars, scheduling meetings, and prioritizing the executive’s time
Coordinating travel and ensuring adherence to T&E policies and Compliance approvals
Drafting and editing emails, memos, reports, and presentations
Multi-tasking while simultaneously maintaining organized files
Work onsite from 8:30 a.m.–5:30 p.m., with flexibility for after-hours needs

Some other highly valued skills may include:

Discretion with confidential information
Proactive problem solver with strong organizational skills
Familiarity with CRM
Flexible, adaptable, and team oriented

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

This role is located in San Francisco, CA .

Minimum Salary: $80,000

Minimum Salary: $115,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Purpose of the role

To manage the executive's schedule, handling correspondence, preparing presentations and reports, and providing other administrative support as needed.

Accountabilities

Management of senior executive members calendars and overseeing their timely responses to meeting invitations and requests.
Planning and arranging travel itineraries, including flights, accommodation, and ground transportation, ensuring timely and efficient travel for the executive.
Proactively anticipating the needs of the senior executive, prioritising tasks, and ensuring timely completion.
Management of day-to-day administrative tasks, such as expenses, maintaining filing systems, and ordering office supplies, annual leave records management, distribution list management and organisation management tasks.
Management and facilitation of senior executive members meetings.

Analyst Expectations

To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams within the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team’s operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Apply Now

Refine Your Search

investment advisor assistant jobs in san francisco, ca

Executive Assistant

Registered Sales Assistant

Financial Planner Career Changer Opportunity

Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)

Production Assistant - Pottery Barn

Office Coordinator

Inventory Planner - Williams Sonoma

Inventory Planner - Pottery Barn

Fixed Income Junior Underwriter

Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco

Inventory Planner - Dormify

Assistant Buyer, Cutlery, Williams Sonoma

Staff Enterprise Data Architect

Client Specialist

Merchandise Coordinator

Chief of Staff to the CEO

Assistant Buyer, Flooring - Pottery Barn

Assistant Site Manager - Mark & Graham

Leveraged Credit Compliance Officer - Assistant Vice President/Vice President

Staff Data Scientist, Finance & Business Ops

I want to receive the latest job alert for investment advisor assistant in san francisco, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected